PEIRX Mutual Fund

NAV$10.15

Returns Overview

1 Month
-0.59%
3 Months
+11.86%
6 Months
+12.36%
YTD
+12.36%
1 Year
+21.12%
3 Years (annualized)
+15.77%
5 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PEIRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+9.13%
vs Peers
+3.23%

PEIRX Mutual Fund Performance

PEIRX performance across multiple time periods: 1-month -0.59%, YTD 12.36%, 1-year 21.12%, 3-year 15.77%, 5-year 4.13%.

PEIRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

PEIRX performance comparison shows side-by-side returns with another fund. PEIRX alternatives are available in the Mutual Fund Screener.